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A modern investment product to build
a diversified, low-cost and long term portfolio
Companies increasing their dividends on a consistent basis
Companies that stand to benefit from increasing rural consumption
Backed by professional research, smallcases are basket of stocks that reflect a trending idea, theme or strategy
Liquid and transparent portfolio of stocks with zero management fee, you pay only when you transact
Invest without lock-in and earn dividends directly in your bank account
Buy or sell multiple stocks in one click, track, invest in SIP or create your own SIP
Invest in multiple stocks to protect your-self against volatility in a specific stock
Enjoy complete ownership of your portfolio unlike mutual funds where you get only fund units
smallcases are a new way to invest in stocks. A smallcase is an intelligently weighted basket of upto 50 stocks that reflects a theme, idea or strategy.
smallcases are similar to mutual funds since they provide portfolio exposure to equities. However, there are some additional benefits to investing in smallcases:
Get direct ownership over the stocks that you buy vs investing in units in the case of mutual funds
Transparent and customizable portfolio
Liquid instruments with no lock-in periods
Picking and investing in quality stocks is a time consuming process. With smallcases, you can invest in pre-tailored portfolios centred around a theme and backed by strong research in a few clicks. Further, smallcases are rebalanced regularly to ensure that you’re invested into the right set of stocks, always.
Research for smallcases is done by certified research analysts. The process of building smallcases is objective in nature, the subjectivity lies in the theme discovery. Once a theme is identified, the proprietary models and filters find the right stocks that have the best exposure to this theme/idea.
Ideally, you should select a smallcase that you think will do well in the long-term, since smallcases work best when used for long-term investing. Moreover, you can filter the smallcase based on your risk appetite, minimum investment amount and theme/idea/sector that interests you.
Yes, you may create your own smallcase with a minimum of two stocks and weights of your choice. Here, you can add upto 50 stocks of your choice, choose from an Equity-Weighted scheme, a Market Cap Weighted scheme or assign custom weights.
Each smallcase has a minimum investment amount which is the amount required to buy the stocks in a smallcase in the specified weighting scheme at the prevailing market prices. This minimum amount will be different for each smallcase and changes in real-time.
You can book profits while maintaining the weighting scheme. Partial exit can only be done if the user has invested more than the minimum amount. However, please be cautious users to not do so on the trading platform directly.
There's a flat fee of Rs. 20/stock applicable when you transact in smallcases - this includes, buy, invest more, manage, rebalance, SIP, partial exit and whole exit orders. There are no charges for simply viewing smallcases; you are only charged when you transact.